$147 Million is the total value of Great Point Wealth Advisors, LLC's 41 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -10,725 | -100.0% | -1.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2023 | 16.7% |
| ISHARES TR | 20 | Q3 2023 | 10.1% |
| WISDOMTREE TR | 20 | Q3 2023 | 7.5% |
| BRIGHT HORIZONS FAM SOL IN D | 20 | Q3 2023 | 7.7% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 6.5% |
| ISHARES TR | 20 | Q3 2023 | 4.6% |
| SPDR INDEX SHS FDS | 20 | Q3 2023 | 4.9% |
| SPDR SER TR | 20 | Q3 2023 | 6.9% |
| SPDR INDEX SHS FDS | 20 | Q3 2023 | 2.4% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 2.5% |
View Great Point Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-25 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-09 |
View Great Point Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.